
What smart money is saying about Palo Alto Networks, Inc.
3 funds in our archive have pitched Palo Alto Networks, Inc. — most recently Large-Cap Growth in March 2026.
Palo Alto Networks, Inc. is a global leader in providing advanced cybersecurity solutions. The company's core product line includes both hardware and software-based firewalls. It also offers Panorama, a sophisticated security management platform designed for centralized control of these firewall deployments, whether they are physical appliances, virtual instances, or situated in public or private cloud environments. Additionally, the firm provides virtual system upgrades to enhance the capacity of its physical firewall units. Complementing its core products, Palo Alto Networks delivers an extensive range of subscription services. These encompass robust threat prevention, protection against malware and advanced persistent threats, URL filtering, and security for both laptop and mobile devices. Further specialized subscriptions include DNS security, Internet of Things (IoT) security, SaaS security (via API and inline methods), threat intelligence, and data loss prevention. Beyond its product and subscription offerings, the company extends various expert services, such as cloud security, secure access solutions, security analytics and automation tools, and specialized cybersecurity consulting, often integrated with threat intelligence. Its professional services cover critical areas like architectural design and planning, system implementation, configuration, and seamless firewall migration. Educational resources, including certifications and both online and in-classroom training, are also available, alongside comprehensive support services. Palo Alto Networks distributes its security solutions both directly and through an extensive network of channel partners. Its diverse clientele primarily comprises medium to large-scale enterprises, service providers, and governmental organizations across a wide array of industries. These sectors include education, energy, financial services, healthcare, internet and media, manufacturing, the broader public sector, and telecommunications. Established in 2005, Palo Alto Networks maintains its corporate headquarters in Santa Clara, California.
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Position history
Between Q2 2025 and Q1 2026, 2 fund letters reported a position in Palo Alto Networks, Inc. — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 2 | 2 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- New positionBrown Advisory Large‑Cap Sustainable GrowthMarch 2026
“During the first quarter, we added cybersecurity to this list with our purchase of Palo Alto Networks (PANW).”
Read the letterPalo Alto Networks, Inc. - AddedLarge-Cap GrowthMarch 2026
“This is reflected across our software exposure, including long-standing holdings such as Autodesk, Inc (ADSK), as well as more recent additions such as Cadence Design Systems, Inc (CDNS), Samsara, Inc (IOT), and Palo Alto Networks, Inc (PANW) (added this quarter).”
Read the letterPalo Alto Networks, Inc.
Also mentioned · 4
These funds discuss Palo Alto Networks, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedClearBridge Investments Appreciation StrategyJune 2026
“the biggest relative contributors during the quarter were ASML, Palo Alto Networks, ASM International, an underweight to Microsoft and not owning Palantir.”
Read the letterPalo Alto Networks, Inc. - MentionedClearBridge Investments Large Cap Growth StrategyJune 2026
“The largest relative contributors were Palo Alto Networks, ASML, Taiwan Semiconductor Manufacturing, Datadog and an underweight to Microsoft.”
Read the letterPalo Alto Networks, Inc. - MentionedGuinness Global Innovators FundJune 2026
Named in a table in Guinness Global Innovators Fund’s letter.
Read the letterPalo Alto Networks, Inc. - MentionedEmerald Wealth Partners AGMay 2026
“feedback that we had heard before from Fortinet and Palo Alto.”
Read the letterPalo Alto Networks, Inc.
Fund coverage · 3 theses
- Large-Cap GrowthMarch 2026
Palo Alto Networks is a cybersecurity leader with a broad platform, strong cash flow, and durable growth potential.
Read the full thesis - Mairs and Power Growth FundSeptember 2025
Palo Alto Networks is a leading cybersecurity company that provides comprehensive solutions to protect organizations from increasing digital threats and evolving attack vectors.
Read the full thesis - Sands Capital Technology InnovatorsJune 2025
Palo Alto Networks is a leading cybersecurity platform with strong growth potential in Next-Generation Security, driven by the increasing importance of AI in cybersecurity.
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